A few were surprised that Intel didn’t mention the phone business at the IDF keyone. The phone market has become a huge deal for Intel and despite significant leaps and the first design wins, Intel chose not to mention this at all.

The general feeling is that Intel won’t talk about phones at all and that this part of business will probably align with big phone oriented trade shows like CES in the US or Mobile World congress in Barcelona. Here in San Francisco, at IDF 2012 they didn’t talk about it at all.

Tomorrow's keynote from Renée James, Senior Vice President General Manager, Software and Services Group is titled "Security and Services in an Age of Transparent Computing" and we are quite sure that it won’t include a showcase of next generation phone silicon.

Current phones have a CPU core codenamed Penwell and a system-on-chip called Medfield, while the next generation is codenamed Silvermont for the CPU and the ScC is called Merrifield.

From what we know Silvermont is 22nm and should come next year. All these details came from sources a while ago and haven’t changed since and Intel didn’t talk on the record about any phone stuff.

Intel did mention that with Haswell, its fourth generation Core architecture, you can expect more performance within the same thermal envelope. They showed a demo of a Haswell versus Ivy Bridge Ultrabook running Unigine at the same performance.

It turns out that Haswell 4th generation Core needs 7.6W for the same task where Ivy Bridge Core-i 3000 series needed a flat 17W. This is a huge difference but you should have in mind that at the end of the day Intel will offer the same 17W parts with Haswell but they will bring a significant performance at the same 17W.

This also means that the graphics part got significantly better. Intel didn’t talk about it on the record but our sources for a while are talking that you can expect some 10 percent performance increase with Haswell vs. Ivy Bridge in processor performance.

This is definitely good news for all consumers willing to wait for Haswell to ship in 2013.

To summarize Tuesday’s IDF keynote, Intel has shown off MasterCard payment via future Ultrabooks, it showed a proof of concept of Joga, a new flexible Ultrabook that can look like tablet, it showed a Windows 8 tablet and it demoed Haswell graphics performance.

Intel did show Xeon Phi ex Larrabee, but just the chip as well as the Medfild chip, but no demos of the two. People expected more Haswell, but we got a graphics demo and mention of a 10W Haswell fourth generation core that will come in 2013. Of course it fits Ultrabooks and other standard form factors.

Overall we all expected a bit more and when TechEye editor Mike Magee asked why we should buy Ivy Bridge Ultrabooks when Haswell will be so much better, Dadi simply answered that the next generation will always end up faster.

Intel also showed a 3D camera with motion tracking functionality for use in a Kinect-like feature. The general feeling is that people expected more, as we heard journalists and analysts talking around us.

When asked when Haswell is coming, Dadi Perlmutter just said it’s a 2013 part, and didn’t go into any specifics.

He mentioned that it will come in many form factors, including desktop and notebooks, but he didn’t mention them in tablets. We believe they have other chips for tablets but he didn’t go into details either.

They don’t want to talk about performance at this time but he did mention burst mode performance under the same or similar power.

Dadi must have important things to show, such as Haswell and probably even Broadwell, Intel’s next generation architecture.

Reinventing computers collaboration to shape the future from datacenter to devices is the general idea behind his keynote and let’s see where it gets us. He just showed Medfield as well as Xeon Phi to cover a range of devices from small power aware tablet and phone chips to super computers. The irony is that Xeon Phi is what many of you know as a Larrabee.

He is talking about Facebook, where people share 500 million photos or other data, as well as 230 million tweets, 86K hours of video updates and 1000 mega hours of video watched and of course someone has to provide the technology around it. Oddly enough, Intel’s wifi crashed during the keynote.

And just now Dadi mentioned the fourth generation Core that is coming next year, something that will come after Windows 8 launch and something we call Haswell all the time.

Update: Well, Wi-Fi wasn’t the only issue. It seems like Dadi is having trouble with a tablet sample on a stage and by having trouble, I mean it doesn’t work.

Intel has the general idea that enabling touch and speech recognition on ultrabooks is the way forward and it is showing off Dragon voice software for ultrabooks at IDF. So,

Intel will have voice on its platforms very soon, thanks to Dragon. It works on an ultrabook and it is basically a Siri-esque feature that enables you to search, tweet and do a host of other things with voice. Intel searched Amazon for sunglasses and tweeted about it at the presentation.

The software can recognize some hard to pronounce words like the name of a non-US author and Dragon understands it. It looks and works better than Siri and shows some advantages over Google’s voice search engine. The beta should be out in Q4 2012 and production software is slated for Q1 2013.

We got word that AMD is preparing to talk about a rather interesting processor around IDF 2012.

The Intel Developer Forum this year kits off on September 11 and AMD plans to snag a few journalists and show them parts like Trinity desktop parts and the rest of the Virgo platform, next generation Vishera AMD FX cores, but the new Hondo 40nm processor could be the most interesting part AMD has to show off.

Hondo was confirmed in AMD’s official roadmap a while ago and made an appearance back in February, at an official analyst day presentation. Hondo is a 40nm APU stuck at 4.5W TDP and one or two cores deepening on design.

It was said before that Hondo can run Windows 8 just fine and its purpose is to make affordable systems and run against Windows RT competition. Hondo is a first generation ultra-low power APU and it should get replaced by Tamesh, a second generation ultra-power part that should debut in 2013 at 28nm.